Shane Michael Sideris
Investment adviser representative at Nectarine
13 yearsExperience
2 statesRegistered in
CFADesignation
$0Firm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Fixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Seminars and workshops
Experience
13 years in the industry.
- Nectarine, Inc.Jun 2023 to now
- Synchronous Wealth Advisors LLCNov 2021 to now
- Personal Finance ClubJan 2022 to Dec 2024
- Blackrock Investments, LLCAug 2013 to Oct 2021
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2014
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Nectarine
Legal name: Nectarine Financial, Inc.
$0Assets managed
3,210Clients
22Advisers
3 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6097241
- Firm CRD
- 327155